Posted 2 days ago
Appointment Setter and Closer
@ SET Marketing
London, Ontario
Overview
SET Marketing is hiring an appointment setter and closer, a part-time commission role in London, Ontario, to book and close seats for a financial advisor growth workshop taught by Robert Lewkowitz. The work is phone sales to advisors across Canada who have requested information, with a written playbook provided. Pay is $875 per closed seat and $125 per qualified fit call booked that another closer converts.
Responsibilities:
- Call financial advisors who requested the workshop
- Run discovery conversations to find practice constraints
- Book qualified prospects into workshop seats
- Close seats directly where possible
- Follow the written calling and objection playbook
Requirements summary:
- Prior phone sales experience
- Able to converse credibly with business owners
- Comfortable working from a script as a baseline
- Reliable follow-through without being chased
- Financial services background an asset
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-11-11
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Sales |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer moderate |
| Languages | English |
| Perks mentioned | Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
SET Marketing
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
What this is
We run a workshop for established financial advisors who have hit a growth ceiling and want to build a $100 million practice. It is taught by Robert Lewkowitz, who spent 38 years building his own advisory business to roughly $300 million in client assets.
Forty seats per cohort. Not forty-one. The first cohort runs in January.
We are hiring the people who fill that room. This is an open vacancy, not a talent pool.
What you will actually do
You will call financial advisors across Canada who have raised their hand and asked about the workshop. Not cold lists. People who applied.
Your day: work the list, have real conversations, find out what is actually holding their practice back, and book the ones who belong in the room. Some of those conversations you will close yourself.
You will be given a written playbook. Calling standards, the pipeline, how to open, how to run a discovery conversation, how to handle every objection you will hear, written word for word. You are not being handed a phone and wished luck.
Where you will work
In the office in London, Ontario. A dedicated sales floor with six desks, dual monitors and the phone system already in place.
Training is run remotely by the agency team, with Rob himself in and out of the room.
What you get
This is a commission role, on part time hours.
$875 for every seat you close. $125 for every qualified fit call you book that another closer converts.
Forty seats a cohort, and the room is not being split between ten people. There is no cap on what you earn here.
You also get a written playbook rather than a cold list and a prayer, a product with a real practitioner behind it rather than a repackaged course, and direct access to Rob and to the founder of the agency running the campaign.
Who this works for
You have sold on the phone before and you did not hate it. You can hold a conversation with a 50 year old business owner and be taken seriously. You are comfortable with a script as a floor rather than a ceiling. You do what you said you would do, without being chased.
Financial services background is useful and not required. We can teach you the product. We cannot teach you to pick up the phone on a Friday afternoon.
Who this does not work for
Anyone who wants to be paid for activity rather than outcomes. This role pays on results and nothing else.
How to apply
Apply through this posting and tell us about one sale you are proud of, and why it was hard. A CV is welcome and is not the main thing we are reading.
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